Top Investor Superstars: US institutional investor portfolios

Visit FAQs

Stock ownership of top institutional investors like PrimeCap management, Oakmark, Wasatch and more. Find out which companies the biggest individual investors are investing in, and their best stocks.

Note : This data is based on shareholding data filed with the Exchanges.

"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

INSTITUTIONAL INVESTORS WITH HIGHEST MONTHLY NET WORTH CHANGE(%)

INSTITUTIONAL INVESTORS: STOCKS WITH HIGHEST MONTHLY CHANGE(%)

INSTITUTIONAL INVESTORS: PREFERRED SECTORS

Superstar	Portfolio Value * (change)	#Of Stocks	Sector Preference	Quarterly Net Worth	Top Holdings	Recently bought	Recently sold
PRIMECAP Management	143,366.52 M 3.12%	342	Pharma & Biotech (21.05%) Software & Services (20.52%) Hardware Technology & Equipment (17.64%)		Eli Lilly (9,181.7 M ) Micron Tech (4,947.38 M ) Microsoft (4,647.87 M )	Victorias Secret Co 2.31392% Immunocore Holdings… 2.19172% Tronox Holdings plc… 1.7644%	Transocean -4.3179% FibroGen Inc -1.48411% Rhythm Pharmaceutic… -1.3873%
Yacktman Asset Management	8,135.0 M 0.02%	70	Software & Services (17.32%) Oil & Gas (14.78%) Banking & Finance (14.77%)		Canadian Natural Re… (690.14 M ) Microsoft (563.57 M ) Charles Schwab (427.05 M )	UHaul Holding Compa… 0.13542% Amplify Energy Corp 0.12205% GrafTech Internatio… 0.04938%	Canadian Natural Re… -0.23907% News - A -0.06903% Fox - B -0.06336%
Causeway International Value	6,118.94 M 11.04%	87	Transportation (18.17%) Software & Services (16.94%) Hotels Restaurants & Tourism (15.44%)		Canadian Pacific Ra… (1,102.21 M ) Carnival (917.83 M ) Barrick Gold Corp (512.48 M )	JOYY Inc ADR 1.25518% PagSeguro Digital O… 0.92217% Smurfit WestRock 0.82774%	Canadian Pacific Ra… -0.27542% Axis Capital Holdin… -0.11783% Zimmer Biomet -0.11473%
ValueAct Capital	5,982.63 M 1.3%	17	Software & Services (55.16%) Media (22.02%) Banking & Finance (8.67%)		Amazon (883.51 M ) Salesforce (703.64 M ) Roblox Corporation … (630.83 M )	Simpson Manufacturi… 3.37866% Mr Cooper Group Inc 1.4139% MongoDB Inc Ordinar… 0.84873%	Insight Enterprises… -3.81306% Expedia Group -0.678% Roblox Corporation … -0.58174%
Tweedy Browne International Value	1,187.44 M 5.17%	91	Banking & Finance (29.41%) Pharma & Biotech (21.87%) Automobiles & Auto Parts Manufacturers (18.44%)		Ionis Pharmaceutica… (182.66 M ) CNH Industrial NV (155.02 M ) Berkshire Hathaway … (113.27 M )	Consensus Cloud Sol… 0.05984% Beazer Homes USA Inc 0.04459% Embecta Corp 0.03436%	Ionis Pharmaceutica… -0.06018% FMC Corp -0.03931% CocaCola Femsa SAB … -0.03206%
Donald Smith & Co	4,885.59 M 3.55%	56	Banking & Finance (37.32%) Metals & Mining (21.13%) Diversified Consumer Services (9.55%)		Aercap Holdings NV (383.15 M ) Iamgold Corp (300.62 M ) Eldorado Gold Corp (294.11 M )	HarleyDavidson Inc 1.73431% Metallus Inc 1.33047% RLJ Lodging Trust 1.12052%	Tutor Perini Corp -2.11285% Algoma Steel Group … -1.95166% Howard Hughes Holdi… -1.28342%
EDGEPOINT CANADIAN PORTFOLIO	15,901.14 M 1.13%	41	Retailing (16.64%) Metals & Mining (13.14%) Software & Services (10.32%)		Norfolk Southern (1,149.13 M ) Dayforce (1,120.71 M ) Dollar Tree (1,054.97 M )	Twist Bioscience Co… 2.10853% Algonquin Power Uti… 1.89275% Dayforce 1.61479%	Gentex Corp -0.72148% Ritchie Bros Auctio… -0.38503% Brookfield Corporat… -0.32503%
Oakmark Intl Small Cap	65,652.86 M 0.76%	163	Banking & Finance (30.4%) Software & Services (10.64%) Automobiles & Auto Parts Manufacturers (9.28%)		Alphabet - A (3,792.57 M ) CNH Industrial NV (2,627.84 M ) Capital One (2,252.83 M )	Charles River Labs 2.36301% Icon Plc 2.10623% Zimmer Biomet 1.88399%	BorgWarner Inc -4.1616% Howard Hughes Holdi… -2.46409% Paycom Software -1.70332%
Value Partners Group	1,434.04 M 1.46%	100	Software & Services (31.57%) Banking & Finance (27.99%) Transportation (12.86%)		Alphabet - A (118.56 M ) Open Text Corp (91.4 M ) Rogers Communicatio… (82.43 M )	Open Text Corp 0.10676% Manulife Financial … 0.08892% FedEx 0.01701%	CVS Health -0.06208% Toronto Dominion Ba… -0.04094% Rogers Communicatio… -0.0034%
Private Capital	1,078.8 M 0.77%	120	Banking & Finance (26.1%) Media (15.08%) Software & Services (12.15%)		Vivid Seats Inc Ord… (93.06 M ) Harrow Health Inc (76.69 M ) QuinStreet Inc (67.01 M )	Reliance Global Gro… 3.32176% Lakeland Industries… 1.66271% HomeTrust Bancshare… 0.57773%	Motorcar Parts of A… -0.39789% Information Service… -0.31209% Target Hospitality … -0.20229%
Keeley-Teton Advisors, LLC	818.31 M -0.04%	337	Banking & Finance (26.16%) General & Industrial Manufacturing (9.85%) Real Estate (7.37%)		Ensign Group Inc (12.51 M ) Primoris Services C… (12.1 M ) Everus Construction… (11.7 M )	-	-
Third Avenue Management	511.85 M 0.1%	51	Real Estate (25.14%) Banking & Finance (24.77%) Diversified Consumer Services (11.87%)		Tidewater Inc Ordin… (51.82 M ) Warrior Met Coal Inc (37.13 M ) Valaris (30.49 M )	AMBAC Financial Gro… 0.51057% Cantaloupe Inc 0.50487% Bluelinx Hldgs Inc 0.20891%	Hamilton Beach Bran… -0.87938% Proassurance Corpor… -0.34883% FRP Holdings Inc -0.21724%
Wasatch International Growth	19,770.71 M -0.21%	239	Software & Services (19.06%) Banking & Finance (13.99%) General & Industrial Manufacturing (9.69%)		Nova (645.1 M ) Fabrinet (637.12 M ) Ensign Group Inc (597.82 M )	American Integrity … 4.46554% Orion Group Holding… 3.57507% Tat Technologies 3.56703%	Helios Technologies… -7.83084% Open Lending Corp -6.14073% Lakeland Industries… -5.85336%
Fairholme Focused Income Fund	1,321.46 M 2.06%	12	Real Estate (79.35%) Oil & Gas (13.63%) Banking & Finance (6.95%)		St Joe Co (1,048.6 M ) Enterprise Products… (173.21 M ) Bank OZK (47.85 M )	Bank OZK 0.25315% Occidental Petroleu… 0.0015% Diamondback 0.00001%	St Joe Co -0.00467% Berkshire Hathaway -0.00001%
Bruce Kovner	3,386.93 M 4.24%	474	Software & Services (34.56%) Automobiles & Auto Parts Manufacturers (26.7%) Hardware Technology & Equipment (9.93%)		Tesla (834.25 M ) Amazon (553.31 M ) AMC (174.43 M )	-	-
Chou RRSP Fund	199.24 M 0.55%	30	Banking & Finance (56.39%) Software & Services (13.29%) Media (8.24%)		Berkshire Hathaway … (63.67 M ) Alphabet - C (19.89 M ) Sirius XM Holdings … (16.35 M )	Occidental Petroleu… 0.02488% Methanex Corp 0.02069% Pathward Financial … 0.00095%	China Yuchai Intern… -0.13327% Stellantis NV -0.02438% LouisianaPacific Co… -0.00001%

* The portfolio values on this page are updated once a day. Click on the superstar name to check their latest net worth.